2021 Investment and Retirement Planning Conference
Speaker List
Confirmed Speakers:
🗹 Market review: Maria Municci - M&G
🗹 Economic overview: Paul Mount - Bank of England
🗹 Considering sustainability: Phoebe Stone - LGT Vestra
🗹 Member address and Q&A: John White - former PFS President
🗹 Pension Hot Topics: Gareth Davies - Scottish Widows
🗹 Investment solutions for drawdown clients: Andrew Morris - Canada Life
🗹 Tax-efficient estate planning: Anne Slater-Brooks - Triplepoint
🗹 Valuing your advice: Angie Grundy - Vanguard
🗹 Exit planning strategies: Ashley Rider & Lisa Jones - Benchmark Capital
The venue COVID-19 policy document is attached should you have any questions in relation to the procedures to be implemented on the day.
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Vanguard Future of Advice Angie Grundy 7Oct21.pdf
pdf 151.17k
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PFS John White 7Oct21.pdf
pdf 125.22k
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Scottish Widows Gareth Davis 7Oct21.pdf
pdf 245.65k
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M&G Maria Minucci 7Oct21.pdf
pdf 221.88k
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LGTVestra Phoebe Stone 7Oct2021.pdf
pdf 299.87k
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Benchmark Capital Ashley Rider 07Oct2021.pdf
pdf 131.98k
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Canada Life Andrew Morris 7Oct21.pdf
pdf 382.2k
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Bank of England Paul Mount 7Oct21.pdf
pdf 88.44k
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
5 hours' CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.